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Special Purpose Savings Plan (CPO) Around the World

INVESTMENTS AT THE GLOBAL LEVEL

Your money can move in different investment directions around the world. Get to know them all, compare the advantages, and decide where to stay put for a while!

Special Purpose Savings Plan (CPO) Around the World

The Special Purpose Savings Plan (CPO) Around the World is like a modern piggy bank. You put money away in it to achieve your dreams and plans – regularly, or when you have the opportunity. If you unexpectedly need access to your savings, you can withdraw them at any time. As part of the CPO Around the World, your money is invested in selected Legg Mason subfunds. In addition, if you decide you want to change your investment strategy, you can do so at any time, without paying any surcharge.

WHY TO CHOOSE THE CPO AROUND THE WORLD?

GLOBAL INVESTMENT OPPORTUNITIES

A CHANCE TO INVEST ON MANY MARKETS WORLDWIDE

The CPO Around the World gives you the chance to seek profit on various markets around the world. As part of your plan, you can invest in subfunds available in the Legg Mason Foreign Umbrella Specialised Open-End Investment Fund, i.e.:

Legg Mason MV European Equity Growth and Income
Legg Mason Gold and Precious Metals
Legg Mason Asia Equity
Legg Mason US Aggressive Growth
Legg Mason US Smaller Companies
Legg Mason Opportunity
Legg Mason Global Fixed Income Multi Strategy

UNIQUE FLEXIBILITY

YOU DECIDE HOW AND WHEN TO SAVE

With the CPO Around the World, you enjoy unique savings flexibility. There is no requirement to make regular deposits, so you pay in when you want. And at any moment you can withdraw some or all of your money.

4 INVESTMENT STRATEGIES

MODEL AND INDIVIDUAL STRATEGIES

You can choose one of 3 available investment model strategies in which profit and risk profile goes down over time. Or, you can opt to create your investment portfolio yourself from among separate subfunds within the Legg Mason Foreign Umbrella SOEIF.

PAYOUTS ON DEMAND

NO CHARGE FOR WITHDRAWING

If it turns out you need to access your savings before the end of your plan, you can withdraw some or all of the funds in your CPO at any time. If you withdraw all of your savings before the end of your CPO, your plan will be closed at the end of 6 months, unless you make further deposits.

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INVESTMENT STRATEGIES

For your convenience, we have prepared 4 different investment strategies you can use when investing in the Special Purpose Savings Plans (CPO) Around the World. You have 3 ready-made model solutions to choose from, or you can compose your own unique strategy using subfunds from the Legg Mason Foreign Umbrella SOEIF. What’s more, thanks to this uniquely flexible CPO, you can change your strategy at any time – without paying any surcharge.

EUROPEAN MODEL STRATEGY

Within the European model strategy, you invest in the subfunds Legg Mason MV European Equity Growth and Income and Legg Mason Global Fixed Income Multi Strategy. That way, through base subfunds, your money is invested in companies acting on European markets and paying attractive dividends, as well as in securities on the global market in various regions of the world. The less time remaining to the end of your plan, the more your funds are invested in a subfund having a lower profit and risk profile, such as Legg Mason Global Fixed Income Multi Strategy.

AMERICAN MODEL STRATEGY

By choosing the American model strategy, your have your money invested in the subfunds Legg Mason US Aggressive Growth and Legg Mason Global Fixed Income Multi Strategy. Thanks to this strategy, by investing in base subfunds, you benefit from investment opportunities offered by American companies that have strong foundations, clear competitive advantages and competent management boards, and from debt instruments issued in various regions of the world. The table below shows how funds are divided as your plan progresses:

ASIAN MODEL STRATEGY

If you decide on the Asian model strategy, your savings are invested in Legg Mason Asia Equity and Legg Mason Global Fixed Income Multi Strategy. With such a distribution, thanks to base subfund investments, you can benefit from the potential of companies that are listed on Asian markets or that conduct a significant part of their business in Southeast Asia, as well as from debt instruments available on the global market, issued in various regions of the world. The table below shows how in this model investments are divided between Legg Mason Asia Equity and Legg Mason Global Fixed Income Multi Strategy.

INDIVIDUAL STRATEGY

You can also create your investment portfolio on your own, choosing from among the subfunds available within the Legg Mason Foreign Umbrella SOEIF. You can invest all of your funds in just one subfund, or decide to have your deposits divided among several subfunds, with a minimum of 5% of a deposit or a multiple thereof invested in any one subfund.

HOW TO START SAVING WITH THE AROUND THE WORLD CPO

Saving with the CPO Around the World is simple. You deposit money at your own pace, and it is then invested in the Legg Mason subfunds you select. At any moment, without any surcharge, you can withdraw money or change your investment strategy. See how you can begin saving with the CPO Around the World in 4 steps:

1

CHOOSE YOUR SAVING TIME PERIOD

Decide how long you want to save in the CPO Around the World. You can choose a plan of 5 to 30 years.

2

DECIDE HOW MUCH TO DEPOSIT

Decide how much you would like to deposit over the entire length of your plan.

3

CHOOSE YOUR STRATEGY

Decide whether to select one of our ready-made model strategies or build your own investment portfolio from the Legg Mason subfunds available.

4

START SAVINGS IN YOUR CPO

Make deposits to your plan, change your strategy or withdraw funds whenever you wish. Enjoy the unique flexibility of savings with the CPO Around the World.

POWER OF REGULARITY

See what the power of regular saving is. Learn about effects of regular investments!

funds charts

Compare performance of ESALIENS funds in the chart.

HOW TO MAKE PAYMENTS

Find out the details on how to make payments to the CPO. Check account numbers and particulars of a transfer description.

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